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BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $1.87B
1-Year Est. Return 37.01%
This Fund
S&P 500
This Quarter Est. Return
+13.77%
1 Year Est. Return
+37.01%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.13B
AUM Growth
–
Cap. Flow
+$1.97B
Cap. Flow %
92.3%
Top 10 Hldgs %
24.69%
Holding
1,037
New
1,037
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$88.1M
2
AAPL icon
Apple
AAPL
+$76.5M
3
AMZN icon
Amazon
AMZN
+$53.3M
4
MSFT icon
Microsoft
MSFT
+$52.8M
5
META icon
Meta Platforms (Facebook)
META
+$41M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 21.01%
2 Financials 6.9%
3 Consumer Discretionary 5.84%
4 Communication Services 5.65%
5 Healthcare 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RF icon
601
Regions Financial
RF
$26.4B
$413K 0.02%
+17,580
New +$372K
PRU icon
602
Prudential Financial
PRU
$42.4B
$412K 0.02%
+3,835
New +$397K
DOW icon
603
Dow Inc
DOW
$21.9B
$411K 0.02%
+15,538
New +$452K
CBOE icon
604
Cboe Global Markets
CBOE
$32.5B
$411K 0.02%
+1,763
New +$392K
PLTR icon
605
PUT
Palantir
PLTR
$295B
$409K 0.02%
+3,000
New +$352K
DIAX
606
DELISTED
Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX
$407K 0.02%
+28,414
New +$395K
VAC icon
607
Marriott Vacations Worldwide
VAC
$3.35B
$407K 0.02%
+5,629
New +$355K
ADMA icon
608
ADMA Biologics
ADMA
$1.96B
$404K 0.02%
+22,161
New +$452K
ETW
609
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.03B
$403K 0.02%
+46,624
New +$382K
AEP icon
610
American Electric Power
AEP
$69.6B
$403K 0.02%
+3,886
New +$404K
RSPT icon
611
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.49B
$401K 0.02%
+9,843
New +$356K
JPC icon
612
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
$401K 0.02%
+49,977
New +$387K
USMV icon
613
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$398K 0.02%
+4,245
New +$391K
KR icon
614
Kroger
KR
$35.4B
$394K 0.02%
+5,496
New +$380K
DKNG icon
615
DraftKings
DKNG
$11.6B
$393K 0.02%
+9,167
New +$329K
AOD
616
abrdn Total Dynamic Dividend Fund
AOD
$1.11B
$389K 0.02%
+43,907
New +$367K
SFNC icon
617
Simmons First National
SFNC
$3.41B
$389K 0.02%
+20,496
New +$386K
AIRR icon
618
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.1B
$385K 0.02%
+4,734
New +$349K
HCA icon
619
HCA Healthcare
HCA
$87.2B
$383K 0.02%
+1,001
New +$361K
XMAR icon
620
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$157M
$383K 0.02%
+10,000
New +$370K
JKHY icon
621
Jack Henry & Associates
JKHY
$10.9B
$382K 0.02%
+2,119
New +$376K
MWA icon
622
Mueller Water Products
MWA
$3.95B
$381K 0.02%
+15,828
New +$392K
SBLK icon
623
Star Bulk Carriers
SBLK
$3.21B
$380K 0.02%
+22,042
New +$343K
NDAQ icon
624
Nasdaq
NDAQ
$52.7B
$380K 0.02%
+4,249
New +$339K
DURA icon
625
VanEck Durable High Dividend ETF
DURA
$38.6M
$380K 0.02%
+11,635
New +$370K
23 24
25
26 27

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BCIM
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PCP
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EAM
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ACM
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WRBC
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B. Riley Wealth Advisors's Q2 2025 Portfolio in Review

Q2 2025 is the first quarter with a 13F filing on record for B. Riley Wealth Advisors, which disclosed 1,037 positions worth $2.13B. Its ten largest holdings account for 25% of the portfolio.

Its largest position is NVIDIA: 699,757 shares worth $111M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, followed by Financials and Consumer Discretionary.

  • B. Riley Wealth Advisors's largest Q2 2025 buy was NVIDIA: 699,757 shares worth $111M.
  • B. Riley Wealth Advisors's ten largest holdings make up 25% of its $2.13B portfolio in Q2 2025.
  • B. Riley Wealth Advisors disclosed 1,037 positions in Q2 2025, its first 13F filing on record.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.